The Legacy Vision Approach helps you achieve the legacy you envision for you, your family, and your community. Created by James E. Moniz, MSFS, The Legacy Vision Approach will help you create and preserve your wealth, allow your wealth to have a positive impact on your family, and achieve your goals and desires. When you have worked through the Legacy Vision Approach you will: Have a clear and well-defined estate and wealth management program that will be directed by the legacy that you envision Be able to direct your personal and financial goals in a way that has the greatest impact Have confidence knowing that you have a professional team of advisors working together Have the legacy you envision for you, your family, and your community.

The Waddell & Reed Woburn branch office is located at 300 Trade Center. Our team includes financial advisors who are committed to placing clients first. The relationship begins with understanding your financial needs and tailoring a financial plan to address your specific goals. Our advisors then work to pair products and services to help you reach those goals.

Baystate is a premier, full service financial firm.Founded in 1901 Baystate is one of New England's oldest and largest financial services firms offering comprehensive,individualized financial strategies for clients.